Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allan Schold is an investment advisor representative at Stifel, Nicolaus & Company, Inc. in RACINE, WI. Michael has been in the securities industry since 1998. Michael is licensed to offer securities in Arizona, California, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Michigan, Minnesota, New Mexico, Ohio, South Carolina, Texas and Wisconsin. Michael specializes in financial planning, portfolio management for businesses and individuals, and educational seminars. Michael is also registered as an investment adviser representative in Texas and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
01/23/2013 - Present
Stifel, Nicolaus & Company, Inc. (RACINE WI)
WI
08/01/2012 - 01/24/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (RACINE WI)
WI
01/08/1999 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (RACINE WI)
WI
04/23/1998 - 08/04/1998
EVEREN CLEARING CORP. (MILWAUKEE WI)
IA
Issued 09/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Schold is the right advisor for you? Invested Better is here to help.
